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Denver Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Denver Wealth Management’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$957K Buy
14,167
+69
+0.5% +$4.44K 0.27% 41
2026
Q1 		$835K Sell
14,098
-1,147
-8% -$69.8K 0.29% 45
2025
Q4 		$883K Sell
15,245
-166
-1% -$9.54K 0.31% 38
2025
Q3 		$881K Buy
15,411
+50
+0.3% +$2.82K 0.32% 35
2025
Q2 		$835K Sell
15,361
-93
-0.6% -$4.79K 0.35% 35
2025
Q1 		$791K Sell
15,454
-34
-0.2% -$1.85K 0.36% 35
2024
Q4 		$847K Buy
15,488
+43
+0.3% +$2.42K 0.38% 35
2024
Q3 		$845K Sell
15,445
-961
-6% -$50.8K 0.39% 37
2024
Q2 		$842K Sell
16,406
-128
-0.8% -$6.6K 0.42% 37
2024
Q1 		$882K Buy
16,534
+692
+4% +$34.4K 0.45% 34
2023
Q4 		$772K Buy
15,842
+7,254
+84% +$323K 0.44% 34
2023
Q3 		$376K Buy
+8,588
New +$395K 0.24% 50
2022
Q4 		– Sell
-5,286
Closed -$204K – 72
2022
Q3 		$204K Buy
5,286
+49
+0.9% +$2.08K 0.19% 50
2022
Q2 		$208K Buy
+5,237
New +$227K 0.22% 48
2021
Q4 		$434K Buy
+8,728
New +$426K 0.42% 25
2021
Q1 		$381K Buy
+8,072
New +$354K 0.4% 33

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Denver Wealth Management's SPMD Position: Q2 2026 in Review

Denver Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.49% in Q2 2026, buying an estimated $4.44K and bringing the position to 14,167 shares worth $957K. The position accounts for 0.27% of the portfolio, ranked #41.

Denver Wealth Management first reported a position in SPMD in Q1 2021 and has held it in 16 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Denver Wealth Management held 14,167 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $957K as of Q2 2026.
  • Denver Wealth Management bought 69 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $4.44K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.27% of Denver Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Denver Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 16 quarters since.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.